Insights

July 13, 2026

Catch-Up and Super Catch-Up Contributions: What Atrium/Advocate Physicians Should Know for 2026

We walk through how catch-up contributions work, what's new this year, and how to think about the change so physicians in the Atrium/Advocate 401(k) plan can plan accordingly.

March 24, 2026

2026 Health Savings Accounts for Atrium/Advocate Physicians

A health savings account is a custodial account that you set up with a qualified HSA trustee like a Fidelity or a Schwab, or whoever your HR firm has designated as your HSA custodian, and you use the funds in your HSA to pay for certain medical expenses.

November 17, 2025

2026 Retirement Contributions and Phaseouts are Here

2025 is ending, but it’s time to start thinking about planning for 2026.

November 11, 2025

OBBBA Notice #5 – Schedule A Adjustments for High Income Earners

Those in the 37% income tax bracket and itemizing deductions face more adjustments in 2026.

November 5, 2025

OBBBA Notice #4 – Tis (Almost) The Season, and The Gifting Grinch is Coming in 2026

Charitably minded taxpayers that itemized deductions may want to accelerate gifts in 2025.

September 11, 2025

OBBBA Notice #3 – The SALT Deduction

The new tax law changes how many will itemize deductions for state and local taxes (SALT).